Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Schwab Strategic TRUS LRG CAP ETF | US LRG CAP ETF | $17.4M | 9.6% |
| Schwab Strategic TRUS LCAP GR ETF | US LCAP GR ETF | $10.1M | 5.6% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $8.27M | 4.5% |
| Schwab Strategic TRUS SML CAP ETF | US SML CAP ETF | $7.34M | 4.0% |
| SPDR Index Shs FdsST STR PO EX ETF | ST STR PO EX ETF | $7.05M | 3.9% |
| Invesco Exch Trd Slf Idx FDINVSCO 30 CORP | INVSCO 30 CORP | $6.29M | 3.5% |
| Invesco Exch Trd Slf Idx FDBULETSHS 2029 | BULETSHS 2029 | $5.89M | 3.2% |
| Invesco Exch Trd Slf Idx FDINVSCO BLSH 28 | INVSCO BLSH 28 | $5.87M | 3.2% |
| Schwab Strategic TRFUNDAMENTAL US L | FUNDAMENTAL US L | $5.74M | 3.2% |
| iShares TRIBONDS DEC 2030 | IBONDS DEC 2030 | $5.59M | 3.1% |
| Goldman Sachs ETF TREQUAL WEIGHT US | EQUAL WEIGHT US | $5.52M | 3.0% |
| iShares TRIBONDS DEC 2031 | IBONDS DEC 2031 | $4.31M | 2.4% |
| iShares TRIBONDS DEC 29 | IBONDS DEC 29 | $4.08M | 2.2% |
| Vanguard Whitehall FdsHIGH DIV YLD | HIGH DIV YLD | $4.07M | 2.2% |
| Vanguard Wellington FDUS MOMENTUM | US MOMENTUM | $3.69M | 2.0% |
| Vanguard BD Index FdsINTERMED TERM | INTERMED TERM | $3.65M | 2.0% |
| Vanguard Specialized FundsDIV APP ETF | DIV APP ETF | $3.32M | 1.8% |
| SPDR Series TrustST STR P500GRW | ST STR P500GRW | $3.28M | 1.8% |
| Schwab Strategic TRUS BRD MKT ETF | US BRD MKT ETF | $3.01M | 1.7% |
| Invesco Exch Trd Slf Idx FDBULETSHS 2031 CP | BULETSHS 2031 CP | $2.96M | 1.6% |
| Schwab Strategic TRUS LCAP VA ETF | US LCAP VA ETF | $2.92M | 1.6% |
| Apple Inc.COM | COM | $2.82M | 1.6% |
| Schwab Strategic TRINTL EQTY ETF | INTL EQTY ETF | $2.74M | 1.5% |
| iShares TRCORE S&P SCP ETF | CORE S&P SCP ETF | $2.58M | 1.4% |
| Invesco Exch Trd Slf Idx FDBULLETSHS 2032 | BULLETSHS 2032 | $2.42M | 1.3% |
| Vanguard BD Index FdsLONG TERM BOND | LONG TERM BOND | $2.26M | 1.2% |
| iShares TRIBDS DEC28 ETF | IBDS DEC28 ETF | $1.96M | 1.1% |
| JPMORGAN Chase & COCOM | COM | $1.84M | 1.0% |
| SPDR Series TrustST STR P500ETF | ST STR P500ETF | $1.81M | 1.0% |
| Invesco Exch Trd Slf Idx FDBULSHS 2027 CB | BULSHS 2027 CB | $1.7M | 0.9% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $1.69M | 0.9% |
| iShares TRIBONDS DEC 2033 | IBONDS DEC 2033 | $1.62M | 0.9% |
| iShares TRIBONDS DEC 2032 | IBONDS DEC 2032 | $1.58M | 0.9% |
| Schwab Strategic TRUS MID-CAP ETF | US MID-CAP ETF | $1.55M | 0.9% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $1.47M | 0.8% |
| Chevron CorporationCOM | COM | $1.44M | 0.8% |
| Schwab Strategic TREMRG MKTEQ ETF | EMRG MKTEQ ETF | $1.44M | 0.8% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $1.43M | 0.8% |
| Vanguard Index FdsMID CAP ETF | MID CAP ETF | $1.37M | 0.8% |
| SPDR Series TrustST STR SP500DIV | ST STR SP500DIV | $1.15M | 0.6% |
| SPDR Series TrustST STR MSCI USAQ | ST STR MSCI USAQ | $1.1M | 0.6% |
| Vanguard BD Index FdsSHORT TRM BOND | SHORT TRM BOND | $1.1M | 0.6% |
| Home Depot Inc.COM | COM | $1M | 0.6% |
| SPDR Gold TRGOLD SHS | GOLD SHS | $979K | 0.5% |
| Invesco Exch Trd Slf Idx FDBUL 2033 COR ETF | BUL 2033 COR ETF | $979K | 0.5% |
| iShares TRCORE S&P TTL STK | CORE S&P TTL STK | $949K | 0.5% |
| iShares TRCRE U S REIT ETF | CRE U S REIT ETF | $931K | 0.5% |
| Schwab Strategic TRUS DIVIDEND EQ | US DIVIDEND EQ | $815K | 0.4% |
| iShares TRMSCI USA QLT FCT | MSCI USA QLT FCT | $792K | 0.4% |
| Exxon Mobil Corp.COM | COM | $789K | 0.4% |
Schwab Strategic TRUS LRG CAP ETF$17.4M
- Class
- US LRG CAP ETF
- Share
- 9.6%
Schwab Strategic TRUS LCAP GR ETF$10.1M
- Class
- US LCAP GR ETF
- Share
- 5.6%
iShares TRCORE S&P500 ETF$8.27M
- Class
- CORE S&P500 ETF
- Share
- 4.5%
Schwab Strategic TRUS SML CAP ETF$7.34M
- Class
- US SML CAP ETF
- Share
- 4.0%
SPDR Index Shs FdsST STR PO EX ETF$7.05M
- Class
- ST STR PO EX ETF
- Share
- 3.9%
Invesco Exch Trd Slf Idx FDINVSCO 30 CORP$6.29M
- Class
- INVSCO 30 CORP
- Share
- 3.5%
Invesco Exch Trd Slf Idx FDBULETSHS 2029$5.89M
- Class
- BULETSHS 2029
- Share
- 3.2%
Invesco Exch Trd Slf Idx FDINVSCO BLSH 28$5.87M
- Class
- INVSCO BLSH 28
- Share
- 3.2%
Schwab Strategic TRFUNDAMENTAL US L$5.74M
- Class
- FUNDAMENTAL US L
- Share
- 3.2%
iShares TRIBONDS DEC 2030$5.59M
- Class
- IBONDS DEC 2030
- Share
- 3.1%
Goldman Sachs ETF TREQUAL WEIGHT US$5.52M
- Class
- EQUAL WEIGHT US
- Share
- 3.0%
iShares TRIBONDS DEC 2031$4.31M
- Class
- IBONDS DEC 2031
- Share
- 2.4%
iShares TRIBONDS DEC 29$4.08M
- Class
- IBONDS DEC 29
- Share
- 2.2%
Vanguard Whitehall FdsHIGH DIV YLD$4.07M
- Class
- HIGH DIV YLD
- Share
- 2.2%
Vanguard Wellington FDUS MOMENTUM$3.69M
- Class
- US MOMENTUM
- Share
- 2.0%
Vanguard BD Index FdsINTERMED TERM$3.65M
- Class
- INTERMED TERM
- Share
- 2.0%
Vanguard Specialized FundsDIV APP ETF$3.32M
- Class
- DIV APP ETF
- Share
- 1.8%
SPDR Series TrustST STR P500GRW$3.28M
- Class
- ST STR P500GRW
- Share
- 1.8%
Schwab Strategic TRUS BRD MKT ETF$3.01M
- Class
- US BRD MKT ETF
- Share
- 1.7%
Invesco Exch Trd Slf Idx FDBULETSHS 2031 CP$2.96M
- Class
- BULETSHS 2031 CP
- Share
- 1.6%
Schwab Strategic TRUS LCAP VA ETF$2.92M
- Class
- US LCAP VA ETF
- Share
- 1.6%
Apple Inc.COM$2.82M
- Class
- COM
- Share
- 1.6%
Schwab Strategic TRINTL EQTY ETF$2.74M
- Class
- INTL EQTY ETF
- Share
- 1.5%
iShares TRCORE S&P SCP ETF$2.58M
- Class
- CORE S&P SCP ETF
- Share
- 1.4%
Invesco Exch Trd Slf Idx FDBULLETSHS 2032$2.42M
- Class
- BULLETSHS 2032
- Share
- 1.3%
Vanguard BD Index FdsLONG TERM BOND$2.26M
- Class
- LONG TERM BOND
- Share
- 1.2%
iShares TRIBDS DEC28 ETF$1.96M
- Class
- IBDS DEC28 ETF
- Share
- 1.1%
JPMORGAN Chase & COCOM$1.84M
- Class
- COM
- Share
- 1.0%
SPDR Series TrustST STR P500ETF$1.81M
- Class
- ST STR P500ETF
- Share
- 1.0%
Invesco Exch Trd Slf Idx FDBULSHS 2027 CB$1.7M
- Class
- BULSHS 2027 CB
- Share
- 0.9%
Invesco Qqq TRUNIT SER 1$1.69M
- Class
- UNIT SER 1
- Share
- 0.9%
iShares TRIBONDS DEC 2033$1.62M
- Class
- IBONDS DEC 2033
- Share
- 0.9%
iShares TRIBONDS DEC 2032$1.58M
- Class
- IBONDS DEC 2032
- Share
- 0.9%
Schwab Strategic TRUS MID-CAP ETF$1.55M
- Class
- US MID-CAP ETF
- Share
- 0.9%
Alphabet Inc.CAP STK CL A$1.47M
- Class
- CAP STK CL A
- Share
- 0.8%
Chevron CorporationCOM$1.44M
- Class
- COM
- Share
- 0.8%
Schwab Strategic TREMRG MKTEQ ETF$1.44M
- Class
- EMRG MKTEQ ETF
- Share
- 0.8%
Vanguard Index FdsS&P 500 ETF SHS$1.43M
- Class
- S&P 500 ETF SHS
- Share
- 0.8%
Vanguard Index FdsMID CAP ETF$1.37M
- Class
- MID CAP ETF
- Share
- 0.8%
SPDR Series TrustST STR SP500DIV$1.15M
- Class
- ST STR SP500DIV
- Share
- 0.6%
SPDR Series TrustST STR MSCI USAQ$1.1M
- Class
- ST STR MSCI USAQ
- Share
- 0.6%
Vanguard BD Index FdsSHORT TRM BOND$1.1M
- Class
- SHORT TRM BOND
- Share
- 0.6%
Home Depot Inc.COM$1M
- Class
- COM
- Share
- 0.6%
SPDR Gold TRGOLD SHS$979K
- Class
- GOLD SHS
- Share
- 0.5%
Invesco Exch Trd Slf Idx FDBUL 2033 COR ETF$979K
- Class
- BUL 2033 COR ETF
- Share
- 0.5%
iShares TRCORE S&P TTL STK$949K
- Class
- CORE S&P TTL STK
- Share
- 0.5%
iShares TRCRE U S REIT ETF$931K
- Class
- CRE U S REIT ETF
- Share
- 0.5%
Schwab Strategic TRUS DIVIDEND EQ$815K
- Class
- US DIVIDEND EQ
- Share
- 0.4%
iShares TRMSCI USA QLT FCT$792K
- Class
- MSCI USA QLT FCT
- Share
- 0.4%
Exxon Mobil Corp.COM$789K
- Class
- COM
- Share
- 0.4%
The share class is shown on a wider screen.
The 50 largest of 95 positions by value, with holdings of the same security combined. The 95 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2057318
- File number
- 028-25408
- Options
- 0 call, 0 put
- In the 25 largest
- 72.0%
- Prior quarter
- $165M at 31 March 2026
- Positions opened
- 7
- Positions closed
- 1
Common questions
What are Wilkins Miller Wealth Management’s 13F holdings worth?
$182 million across 95 positions for the quarter ended 30 June 2026.
What is Wilkins Miller Wealth Management’s largest 13F holding?
SCHWAB STRATEGIC TR (US LRG CAP ETF) was the largest position at $17.4 million, or 9.6% of reported 13F value, as of 30 June 2026.
How concentrated is Wilkins Miller Wealth Management’s 13F portfolio?
The ten largest positions accounted for 43.8% of reported value and the twenty-five largest for 72.0%, across 95 positions as of 30 June 2026.
Does Form 13F show everything Wilkins Miller Wealth Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Wilkins Miller Wealth Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.